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Tag: Funanc1al Contrarian Plays
Rapid7 (RPD): Slow Growth, But Jana Sees Value & Institutions Are All In
Rapid7 (RPD) just caught hedge fund JANA Partners’ eye with a $15M insider buy. Institutions are piling in, but growth remains slow. Is this a value gem in cybersecurity or just another trap? We break it down with humor, icons, and insights.
Bausch Health: Paulson Doubles Down, Stock Breaks Out, Recovery Accelerates
Bausch Health ($BHC) is back in the spotlight as legendary investor John Paulson adds millions more in shares, fueling a breakout rally. With Q2 earnings showing revenue growth, profit rebound, and debt repayment plans, could BHC be staging its long-awaited comeback?
Daniel Loeb Still Thinks PG&E Stands for Purchase, Grab & Enjoy
PG&E has gone from fiery headlines to financial footing—and Daniel Loeb’s Third Point is all-in. With 14% of his portfolio riding on PCG, a growing customer base, and wildfire risks contained (for now), is this survivor stock worth a second look?
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